The Zacks Oil and Gas - Drilling industry is feeling the squeeze as shifting market dynamics challenge even the most seasoned players. Despite their vital role in energy development, the industry faces headwinds from contracting delays, soft gas prices, and broader macro uncertainty. The group's Zacks Industry Rank sits near the bottom, reflecting shrinking earnings estimates and lagging stock performance. Offshore drillers face risks from premature rig reactivation, while land-based operators remain expose ...

For the quarter ended March 2025, Patterson-UTI (PTEN) reported revenue of $1.28 billion, down 15.2% over the same period last year. EPS came in at $0.00, compared to $0.15 in the year-ago quarter.The reported revenue represents a surprise of +7.67% over the Zacks Consensus Estimate of $1.19 billion. With the consensus EPS estimate being -$0.04, the EPS surprise was +100.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________ Form 10-Q ______________________ þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-39270 ______________________ Patterson-UTI Energy, Inc. (Exact name of registrant as specified ...

Patterson-UTI Energy (PTEN) Q1 2025 Earnings Call April 24, 2025 09:26 PM ET Company Participants Michael Sabella - VP - Investor RelationsWilliam A. (Andy) Hendricks - President & CEOAndrew Smith - EVP & CFOArun Jayaram - Vice PresidentScott Gruber - Director - Oilfield Services & Equipment ResearchAtidrip Modak - Vice President - Energy Services & E&PsEddie Kim - Vice President - Equity ResearchKeith Mackey - Director - Global Equity Research, Oil & Gas ServicesStephen Gengaro - Managing DirectorConnor Je ...

Patterson-UTI Energy, Inc. (NASDAQ:PTEN) Q1 2025 Earnings Conference Call April 24, 2025 10:00 AM ET Company Participants Michael Sabella - Vice President of Investor Relations William Hendricks - President and Chief Executive Officer Andrew Smith - Chief Financial Officer Conference Call Participants Arun Jayaram - JPMorgan Scott Gruber - Citigroup Atidrip Modak - Goldman Sachs Saurabh Pant - Bank of America Eddie Kim - Barclays Keith Mackey - RBC Capital Markets Stephen Gengaro - Stifel Dan Kutz - Morgan ...

核心观点 - 公司第一季度调整后每股收益持平 超出市场预期的每股亏损4美分 主要得益于成本费用同比减少11.2% [1] - 总营收13亿美元 超出市场预期7.7% 但同比下降15.2% 主要由于钻井服务、完井服务和其他服务板块收入贡献下降 [1] - 董事会宣布每股8美分的季度股息 与上一季度持平 [2] 财务表现 - 营业总成本12.636亿美元 较2024年第一季度的14.234亿美元有所下降 [9] - 资本支出1.618亿美元 低于去年同期的2.269亿美元 [7] - 截至2025年3月31日 公司拥有现金及等价物2.252亿美元 长期债务12亿美元 债务资本化率为26% [7] - 第一季度向股东返还5100万美元 其中2000万美元用于股票回购 剩余7.41亿美元股票回购授权额度 [8] 各业务板块表现 钻井服务 - 收入4.129亿美元 同比下降9.8% 但超出预期的4.057亿美元 [3] - 营业利润7630万美元 低于去年同期的8960万美元 但超出预期的6320万美元 [3] - 截至2025年3月31日 公司拥有4.07亿美元的未来钻井收入合同 [3] 完井服务 - 收入7.661亿美元 同比下降18.9% 但超出预期的6.907亿美元 [4] - 营业亏损1880万美元 去年同期为盈利4960万美元 但亏损幅度小于预期的3140万美元 [4] 钻井产品 - 收入8570万美元 同比下降4.8% 略低于预期的8600万美元 [5] - 营业利润670万美元 同比增长3.5% 超出预期的430万美元 [5] 其他服务 - 收入1590万美元 同比下降10.6% 低于预期的1650万美元 [6] - 营业利润20万美元 低于去年同期的100万美元 也低于预期的50万美元 [6] 第二季度展望 - 钻井服务板块预计活动量保持稳定 但调整后毛利可能小幅下降 [10] - 完井服务板块预计活动量保持稳定 调整后毛利可能小幅下降 需求可能受油价影响 [11] - 钻井产品板块预计调整后毛利持平 美国活动量稳定 加拿大季节性放缓将被国际收入增长抵消 [11] - 其他服务板块预计调整后毛利按比例下降 [12] - 预计第二季度SG&A费用约6500万美元 折旧摊销等费用约2.3亿美元 [12] 同业公司表现 - Liberty Energy第一季度调整后每股收益4美分 略超预期的3美分 但低于去年同期的48美分 [14] - Halliburton第一季度调整后每股收益60美分 符合预期 但低于去年同期的76美分 [16] - Baker Hughes第一季度调整后每股收益51美分 超出预期的47美分 高于去年同期的43美分 [17]

Patterson-UTI (PTEN) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this provider of onshore contract drilling services would post a loss of $0.10 per share when it actually produced a loss of $0.12, delivering a surprise of -20%.Over the last fou ...

Contact: Michael Sabella Vice President, Investor Relations (281) 885-7589 Patterson-UTI Energy Reports Financial Results for the Quarter Ended March 31, 2025 HOUSTON, Texas – April 23, 2025 – PATTERSON-UTI ENERGY, INC. (NASDAQ: PTEN) today reported financial results for the quarter ended March 31, 2025. First Quarter 2025 Financial Results Management Commentary "The first quarter unfolded largely as we anticipated, with steady drilling activity and a strong sequential rebound in completion demand," said An ...

文章核心观点 - 价值投资是寻找优质股票的常用方式，PattersonUTI Energy（PTEN）是值得关注的价值股 [2][3][6] 投资策略 - 公司注重通过盈利预测和预测修正的排名系统寻找优质股票，也关注价值、增长和动量的最新趋势 [1] - 价值投资者依靠对关键估值指标的传统分析来寻找被低估的股票 [2] - 除Zacks排名外，投资者可利用Style Scores系统寻找具有特定特征的股票，价值投资者可关注“价值”类别 [3] 公司情况 - PattersonUTI Energy（PTEN）目前Zacks排名为2（买入），价值评级为A [3] - PTEN的P/S比率为0.61，低于行业平均的0.92 [4] - PTEN的P/CF比率为3.03，低于行业平均的9.79，过去52周其P/CF最高为5.16，最低为2.32，中位数为3.10 [5] - 多项数据表明PTEN目前可能被低估，结合其盈利前景，是一只出色的价值股 [6]

Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...